Smart Value Investor
Contributor since: 2015
Latest Articles
Dollar Tree: Amazon-Proof Company With 17% Upside
Collectors Universe: Declining Industry Leads To Lack Of Long Term Growth Dominant Position In A Protected Market Space Representing 20% Upside
Softbank: 40% IRR Investing With Masayoshi Son
The Priceline Group: Online Travel Industry Leader With 20% Upside
Trecora Resources: 40% Upside
Qihoo 360 Technology: Almost Riskless 20% Annualized Merger Arbitrage
HACK: Too Much Industry Hype, Too Little Fundamental Support
Summit Hotel Properties: Strong Hotel Business Generating Superior Risk Adjusted Return For Preferred Holders
Trecora Resources: Solid Business Presenting ~15% Upside For The Year Ahead
Viad: Clear Growth Strategies With Visible Catalysts Suggest 40% Upside
Trecora Resources: Clear Incoming Catalysts Suggest Significant Stock Upside
Trecora Resources: Undervalued Company With 20% Upside
Adcare Health Systems: Transitioning To REIT Brings It Back To Life
Transforming Rite Aid - Successful Turnaround Story Leads To 25% Upside
Long Case For Rite Aid: Transformation Into A Versatile Healthcare Provider
Micron Technology: Given Future Potential, Patience Is A Virtue
IPG Photonics: Fiber Laser Leader Poised For Fast Growth